GPS Wealth Strategies Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

GPS Wealth Strategies Group’s Portfolio SHE Stock Details SHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-172	Closed	-$21.9K	–	1410
2025 Q3	$21.9K	Buy	+172	New	+$21.5K	﹤0.01%	882

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

GPS Wealth Strategies Group's SHE Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2025, closing a stake of 172 shares — an estimated $21.9K sold.

GPS Wealth Strategies Group first reported a position in SHE in Q3 2025 and held it in 1 quarter. The position peaked at $21.9K in Q3 2025. 126 funds tracked by Wall St. Rank hold SHE as of Q4 2025.

GPS Wealth Strategies Group reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 172 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2025, an estimated $21.9K.
GPS Wealth Strategies Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q3 2025 and held it in 1 quarter.
GPS Wealth Strategies Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $21.9K in Q3 2025.
126 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.